Sales Presentations and Proposals That Write Themselves
by
Mike Parkinson
I
recently presented at the Georgia Chatahoochee Chapter (you have
to love that name) of the Association of Proposal Management Professionals
where they learned how to turn words and ideas into winning presentation
and proposal graphics. We discussed, among other things, storyboards.
After my session, Allen Becker, a proposal professional of 25 years,
stated the following:
"If
you do the storyboards right, the proposal [and sales presentation]
writes itself."
I
enthusiastically agree with Mr. Becker. However, I suspect many
of my readers may be wondering, "What does his statement really
mean, and how can I do it?"
These
are two very good questions to which wise business professionals
(like yourself) would want to know the answers.
What
does Allen's statement really mean? If you and your
team have the good fortune of knowing the solution you wish to present
and have the story you want to tell outlined and agreed
to ahead of time, it is far easier to make your sales presentation
or proposal. Don't laugh. I'm sure most of you are wondering
in what perfect world does everyone agree to the final solution
ahead of time. It does happen … sometimes … but, as
you know from experience, the exact solution to be pitched is typically
being developed or evolves as the presentation is made or the proposal
is written. The story tends to change as the solution matures. This
leads us to the second question, "How can I make powerful storyboards
when my team's motto is 'I'll know it when I see it?'"
Well,
here are a few tips to turn the rest of your team into Yoda-like
presentation and proposal professionals.
Step
1: Get buy in.
I'm sure you will agree that if you and your team know the solution
and have the story outlined and approved ahead of time, it is far
easier to develop your presentation or write your proposal. Your
job is to get you and your team on the same page. Most teams rush
into making slides or writing. They want to see the presentation
or proposal materialize piece-by-piece, section-by-section as quickly
as possible. There is a sense of accomplishment when an author's
slides/section is written or when a subject matter expert has completed
their job. They are often motivated by the fact that when their
task is done they get to go home! (Woo Hoo!)
However,
when writers rush the job without a proper plan, they end up redoing
their slides, rewriting their sections, or revising content because
someone else's slides or section describes the solution in a different
way. They rushed to get their task finished but still had to work
the entire weekend on rewrites because their solution wasn't consistent
with the rest of the presentation or proposal.
Avoid frustrating your team and yourself by getting everyone to
agree to text and graphics through storyboards. Why? Because, we
are visual creatures. (Don't believe me? What do you picture when
I say "sad"—the word or an image of something sad?
Watch someone give directions. Watch their hands. They are picturing
the path in their mind.) If we can see something in our mind's eye,
we can write to it. Mike Conk, a business professional with 16 years
of experience making sales presentations and proposals, said it
best: "If my team can't picture it, my team can't write to
it." Seeing the solution with enough clarity from a visual
representation is a powerful advantage and will definitely speed
the writing process.
Step
2: Start with the 10,000-foot view.
Assemble your team to figure out the solution at a very high level.
No need for details here. Stay out of the "weeds." Keep
to the core question: what will we do for our future client? Avoid
how you'll implement it, just what you will do to meet and exceed
your client's needs. Think about it from your future client's perspective.
What do you think the optimal solution is for them? Use this as
your roadmap.

Step
3: Map your solution.
Use the 10,000-foot-view solution as a map (for you and your audience)
and fill in the blanks and the "how” aspect. For example,
what questions would your audience have about the technical aspects
of your solution? What about managing the project? (Notice that
I am using the 10,000-foot-view graphic in the upper left corner
to highlight the path through our solution.)

Now
it's time to get into the "weeds.” Each level
will be more detailed.

Here
is a secret that helps guarantee compelling sales presentations
and proposals: focus on your audience at all times in your
visuals and writing. The story you tell should be about how your
future client will benefit from the solution. Why should they care
that you are using a proven risk mitigation system to implement
the new technology? Do not assume your audience knows the benefits.
Step
4: Make sure it tells a story.
By now, your storyboards should tell the story of how you will solve
your future client's problem. If there is a missing component, fill
in the blank. The storyboard should weave the pieces together, and
the pages will want to write themselves. (Strict guidelines for
sales presentations and government proposals may force you to break
your story apart to align with the RFP. That's OK. To speed the
development process and increase your chances of success, storyboarding
was still necessary.) You and your team can picture the solution.
Now it's simply a matter of sharing it and pointing out features,
benefits, and discriminators along the way.
Visualization
is the key to effective storyboards. Using sketches and graphics
in your storyboards will make Allen's statement a reality:
"If you do the storyboards right, the proposal [and sales
presentation] writes itself.”
If
you struggle to visualize your solutions, check out the free
business graphics library (http://www.billiondollargraphics.com/businessgraphiclibrary.html)
and get a copy of my new book Do-It-Yourself
Billion Dollar Business Graphics: 3 Fast and Easy Steps to Turn
Your Text and Ideas Into Graphics That Sell. I am also
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and solutions in a way that leaves no doubt that you and your company
undersatnd the needs of your future client and that you are the
best-of-the-best.
FREE
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Mike
writes a reoccurring article entitled "Ask the Graphics Guru"
for the National Capital Area's business development newsletter,
Executive Summary. Click here
to read their newsletter.
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Thank you.
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